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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SFI
4351
Sonic Fund II
Hawaii
$142M -$58.7M -29% 10.9% 119% 18 5.56%
MPPLM
4352
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$142M +$15.2M +12% 6.63% 90.2% 108 8.33%
AFG
4353
Affinia Financial Group
Massachusetts
$142M +$21M +17% 5.81% 37.5% 22 13.64%
BWM
4354
BNC Wealth Management
Oregon
$142M 14% 193% 531
HCM
4355
Hillman Capital Management
Maryland
$142M +$4.81M +4% 1.78% 20.3% 40 15%
PWC
4356
PYA Waltman Capital
Tennessee
$142M +$20.5M +17% 11.1% 60.6% 48 33.33%
PB
4357
Pinnacle Bancorp
Nebraska
$142M +$7.43M +6% 8.27% 60.4% 721 16.92%
JWM
4358
Jupiter Wealth Management
Colorado
$142M -$58M -29% 11.4% 85.9% 93 45.16%
3F
4359
360 Financial
Minnesota
$142M +$21.2M +18% 9.66% 56.6% 74 17.57%
IA
4360
IFG Advisors
Missouri
$141M +$14.8M +12% 8.28% 71.6% 87 8.05%
LWPC
4361
Legacy Wealth Partners (California)
California
$141M +$9.06M +7% 10.8% 112 36.61%
CSWG
4362
Cardinal Strategic Wealth Guidance
Kentucky
$141M +$6.93M +5% 5.96% 53.4% 52 3.85%
JWM
4363
JFG Wealth Management
Colorado
$141M +$36.9M +35% 15.2% 65.2% 52 67.31%
SAM
4364
Selway Asset Management
$141M +$15.3M +12% 10.6% 36.5% 72 6.94%
SR
4365
Swiss Re
Switzerland
$141M +$10.5M +8% 8.08% 2 0%
HI
4366
Harrington Investments
California
$141M +$13M +10% 14.1% 92.5% 77 6.49%
VPI
4367
VELT Partners Investimentos
Brazil
$141M +$15.7M +12% 21% 19.4% 5 20%
AA
4368
Altman Advisors
Illinois
$141M +$23.5M +20% 14.9% 85 25.88%
UTC
4369
Unified Trust Company
Kentucky
$141M +$8.12M +6% 8.38% 69.7% 59 13.56%
AWM
4370
Aprio Wealth Management
Georgia
$141M +$37.4M +36% 5.57% 60.6% 76 18.42%
JFG
4371
Jefferies Financial Group
New York
$141M +$26.2M +23% 28.7% 104% 7 0%
HWA
4372
Hillcrest Wealth Advisors
New Jersey
$141M +$25.1M +22% 6.41% 55% 62 33.87%
MWM
4373
Maltin Wealth Management
New Jersey
$141M +$8.12M +6% 4.42% 51.9% 91 16.48%
BU
4374
Brown University
Rhode Island
$141M +$4.78M +4% 1.9% 7.69% 7 28.57%
MIM
4375
Moseley Investment Management
Florida
$140M +$20.1M +17% 16.1% 96.6% 143 16.08%